Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$49,233,197
+$5,327,145 QoQ
Shares Held
216,915
-2.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#181
of 1,581 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 93%
Shared 7%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026BRAUN STACEY ASSOCIATES INC holds $49,233,197 across 1 REIT - Healthcare Facilities name. WELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
This page
|
216,915 | $49,233,197 |
All Filings in WELL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,233,197 | 216,915 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $43,906,052 | 222,073 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $41,605,038 | 224,153 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $40,439,917 | 227,012 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $35,027,687 | 227,852 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $35,912,577 | 234,401 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $31,302,575 | 248,374 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $32,485,563 | 253,734 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $25,184,923 | 241,582 | Shares | Defined | 2024-07-29 | |
| 2020-03-31 | $5,648,977 | 123,394 | Shares | Defined | 2020-06-09 | |
| No filing history on record for this holder in this stock. | ||||||